| |
Institutional
Holders
Total
Institutions:
 |
22  1 |
|
|
Total
shares held :
|
7,166,161 |
|
|
% of shares
held :
|
20.41% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
|
Amount
of shares held :
|
411,103 |
|
|
% of shares
held change :
|
1.17% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HALBERT, HARGROVE/RUSSELL LLC |
7 |
- |
2024-03-31 |
2,947,992 |
$109,253,000 |
42,640 |
|
| SYM FINANCIAL CORPORATION |
2 |
- |
2023-12-31 |
2,071,084 |
$73,987,000 |
13,382 |
|
| WJ Interests LLC |
3 |
- |
2024-03-31 |
703,275 |
$26,063,000 |
24,969 |
|
| CWM LLC |
190 |
- |
2024-03-31 |
572,568 |
$21,219,000 |
42,644 |
|
| Resources Investment Advisors Inc. |
81 |
- |
2023-12-31 |
442,066 |
$15,792,000 |
47,582 |
|
| Wealthcare Advisory Partners LLC |
67 |
- |
2024-03-31 |
223,252 |
$8,274,000 |
124,329 |
|
| Professional Financial Advisors LLC |
7 |
- |
2024-03-31 |
213,736 |
$7,921,000 |
73,410 |
|
| LPL FINANCIAL CORP |
2112 |
- |
2023-12-31 |
77,033 |
$2,752,000 |
45,681 |
|
| CITADEL ADVISORS LLC |
2662 |
- |
2023-12-31 |
37,412 |
$1,336,000 |
37,412 |
|
| AQR CAPITAL MANAGEMENT LLC |
1508 |
*New |
2023-12-31 |
36,755 |
$1,313,000 |
36,755 |
|
| Fermata Advisors LLC |
65 |
- |
2024-03-31 |
34,537 |
$1,280,000 |
880 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2161 |
- |
2023-12-31 |
27,013 |
$965,000 |
5,633 |
|
| JANE STREET GROUP LLC |
3285 |
- |
2023-12-31 |
25,634 |
$916,000 |
-40,964 |
|
| IHT Wealth Management LLC |
451 |
*New |
2023-12-31 |
22,238 |
$794,000 |
22,238 |
|
| Advisor Group Holdings Inc. |
3162 |
- |
2023-12-31 |
13,856 |
$495,000 |
756 |
|
| Leading Edge Financial Planning LLC |
43 |
*New |
2023-12-31 |
8,631 |
$308,000 |
8,631 |
|
| Efficient Wealth Management LLC |
|
- |
2023-12-31 |
8,437 |
$301,000 |
0 |
|
| Empirical Finance LLC |
501 |
- |
2023-12-31 |
6,271 |
$224,000 |
0 |
|
| CARDIFF PARK ADVISORS LLC |
262 |
*New |
2023-12-31 |
2,767 |
$99,000 |
2,767 |
|
| UBS Group AG |
5837 |
- |
2023-12-31 |
475 |
$17,000 |
475 |
|
| JJJ Advisors Inc. |
988 |
*New |
2024-03-31 |
28 |
$1,000 |
28 |
|
| MORGAN STANLEY |
6952 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| GOLDMAN SACHS GROUP INC/ |
4633 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,525 |
|
| OLD MISSION CAPITAL LLC |
978 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,607 |
|
| PROEQUITIES INC. |
7086 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| FMR LLC |
5384 |
*Closed |
2023-12-31 |
0 |
$0 |
-9 |
|
|
26 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
